📋 Individual Tax Return Checklist
Personal Information
- ✅Full legal name, Social Security Number (SSN) or ITIN
- ✅Date of birth
- ✅Filing status (Single, Married Filing Jointly, etc.)
- ✅Address and phone number
- ✅Banking information for direct deposit
- ✅Previous year's tax return (if new client)
- ✅Driver's license or state ID
Dependent Information
- ✅Full name, SSN, and date of birth of each dependent
- ✅Relationship to taxpayer
- ✅Number of months lived with you
- ✅Childcare provider details
- ✅Education records (if over age 18)
- ✅Income earned by dependents
Income Documents
- ✅W-2s from all employers
- ✅1099-INT (interest income)
- ✅1099-DIV (dividend income)
- ✅1099-NEC / 1099-MISC for freelance/self-employment
- ✅1099-R (retirement distributions)
- ✅SSA-1099 (Social Security benefits)
- ✅1099-B (capital gains from investments)
- ✅Cryptocurrency transaction reports
- ✅Rental income and expenses
- ✅1099-G (unemployment)
- ✅Alimony received
- ✅Gambling winnings (W-2G)
- ✅Foreign income and FBAR details
Adjustments to Income
- ✅Student loan interest (1098-E)
- ✅IRA contributions
- ✅HSA contributions
- ✅Educator expenses
- ✅Self-employed SEP/SIMPLE IRA contributions
- ✅Tuition and fees deduction
Credits & Deductions
- ✅1098-T (tuition for education credits)
- ✅Receipts for qualified education expenses
- ✅Childcare expenses (with provider details)
- ✅Charitable donation receipts
- ✅Medical and dental expenses
- ✅Mortgage interest (1098)
- ✅Real estate and property tax bills
- ✅Energy-efficient home improvement receipts
- ✅State & local taxes paid
Health Insurance
- ✅Form 1095-A (Marketplace coverage)
- ✅Form 1095-B or 1095-C (other coverage)
- ✅HSA distributions (Form 1099-SA)
Estimated Tax Payments
- ✅Record of estimated tax payments (Federal & State)
- ✅Dates and amounts of payments
State & Local Information
- ✅State refund received (1099-G)
- ✅Local or city income tax documents
- ✅Out-of-state income records
Other Documents
- ✅Identity Protection PIN (if issued)
- ✅IRS/state tax correspondence
- ✅Bankruptcy discharge documents
- ✅Virtual currency transaction logs
- ✅Foreign bank account details (> $10,000)